Members of the Elkhart County Estate Planning Council are invited to join us for our quarterly meeting. This one will offer three continuing education credits.

This seminar covers primarily how to do estate planning for retirement benefits after the SECURE Act (2019): The options now available for the surviving spouse, minor child, disabled individuals, and other beneficiaries, including what we will not know until the Treasury issues regulations interpreting SECURE. Also covered if applicable are any other new developments affecting estate and distribution planning for retirement benefits—including the new IRS actuarial tables for retirement benefits effective in 2021.

The SECURE Act has upended classic estate planning techniques by replacing the “life expectancy payout” with the “10-year rule” for most beneficiaries. This event will cover:

  • What are the planning options still left for a client leaving retirement benefits for the surviving spouse, minor children, disabled beneficiary or others?
  • Do’s and don’ts of trust drafting post SECURE.
  • Are there ways to beat SECURE?
  • Using the new IRS life expectancy tables.

Our speaker:

Natalie B. Choate practices law in Wellesley, Massachusetts. Her practice is limited to consultations with other professionals regarding the tax treatment of retirement plan benefits. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.

Miss Choate is a former chairman of the Boston Bar Association Estate Planning Committee, which she founded in 1981. She is a former Regent of the American College of Trust and Estate Counsel and former Chairman of its Employee Benefits Committee. She is a member and former officer of the Boston Probate and Estate Planning Forum. She was named “Estate Planner of the Year” by the Boston Estate Planning Council, and was one of the first 10 attorneys to receive the “Distinguished Accredited Estate Planner” award from the National Association of Estate Planners and Councils. She is listed in The Best Lawyers in America.

Miss Choate has taught professional-level courses in estate planning for ALI-ABA (the American Law Institute-American Bar Association), American College of Trust and Estate Counsel, International Association of Financial Planners, MCLE, the Boston and Massachusetts Bar Associations, and other organizations, and has spoken at the Heckerling, Notre Dame, Heart of America, New England, Southern California, Mississippi, Southern Federal, and many other Tax Institutes. She has lectured in 49 states, the District of Columbia, and Puerto Rico. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Newsweek, Kiplinger’s Personal Finance, Forbes, Financial Planning, USA Today, and Financial World magazines.

From 1990 to 1992, Miss Choate served as Chairman of the Boston Bar Association’s ERISA and Employee Benefits Law Committee. A Boston native, she is a graduate of Radcliffe College and Harvard Law School.

The continuing education will be available for Indiana Dept of Insurance, Indiana Commission on Continuing Legal Education, American Bankers Association and Certified Financial Planner Board of Standards.

The goal of the Estate Planning Council is providing multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. This session is $75 for non-members. Other sessions are $35 each for non-members. Membership is $100 a year.  You can sign up at https://www.inspiringgood.org/estate-planning-council-membership/

If you are already a member, please register here for this event.

If you are not a member, you can register here and pay $75.


Event Agenda

The Community Foundation of Elkhart County is focused on improving the quality of life in Elkhart County by inspiring generosity.